The position portfolio is more towards the cyclical end of the curve, said Chakri Lokapriya, CIO & MD, TCG AMC, in an interview with ETNOW.
Midcap valuations are still trading at a nearly 40-50% discount to the seven-year average. With the Fed not raising interest rates in 2019, there is room for RBI to cut interest rates in April and that will be positive for... Read More →
Even in very large banks like HDFC Bank, you can see a margin uptick and the valuations are about 3.5 times. With FIIs buying, they will be the first port of call, said Chakri Lokapriya, CIO & MD, TCG AMC,... Read More →